Want to learn the foundations of investing in Canada, how to build your own investment plan, and how to manage your own passive investment portfolio? Then my Wealth Building Blueprint for Canadians is the course for you!
To apply, fill out the form below. If approved, you'll have a quick call with me so I can share more about what you can expect and you can decide if you'd like to start building your wealth with me!
In this multi-step course, you'll go from investing novice to building your wealth with confidence!
Before investing your money, you need to understand the building blocks of investing which include what the different investment products are and how they work.
How does the stock and bond market work? What's an exchange? What's an index and benchmark? And what role do all of these things have in you building your wealth? Find out in this section.
TFSAs, RRSPs, RRIFs, RESPs, and taxable accounts. With so many different account types to choose from, it can be a bit overwhelming. You'll learn everything you need to know in this section, including what investments to put (and not put) in what accounts.
Before you start investing, you need to have an investment plan! But what does that actually mean and how do you build one yourself? I show you exactly what to do so you'll be ready to take action and start building your wealth.
How much do you need to save up for retirement? How do you create a retirement budget? How does inflation affect things? And how do you factor in things like CPP, OAS, and pension plans? All this is covered in this bonus section on retirement planning.
When you're ready to take action you need to weigh your options, and one of those options that I walk you through is how to invest using a robo-advisor.
Another option is self-directed investing. I show you how to build, manage, and rebalance your own ETF portfolio.
For the last step of the course, I show you how to put everything you learned in the course so you can start building your wealth for the long-term and track your progress for years to come.
Got a question? Email me at firstname.lastname@example.org